Files & Data Connectors Flashcards by Alicia Alcaraz

.twb

Workbooks
Does not include data

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.tbm

bookmarks

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.twbx

Packaged Workbooks

includes data

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.hyper

Extract
New version

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What makes .hyper better than .tde?

Extraction is faster
extract size is bigger (can contain billions of rows of data)

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T/F

.tde and .hyper can include calculated fields or changes to default properties you assigned

False, they cannot include these things

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What Tableau version started using .hyper?

Tableau 10.5

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.tde

Extract
Old versions

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.tds

Data Source

shortcuts for quickly connecting to the original data that you use often

Don’t contain the actual data but rather the info necessary to connect to the actual data as well as any modifications you’ve made on top of the actual data

Includes:
1.** Info necessary to connect to the actual data**: (E.g. database server address, port, location of local files, tables)
2. Modifications made: e.g. groups sets, calculated fields, bins, default properties

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.tdsx

Packaged Data Source

Includes all that’s in .tds + any local file data such as extract files (.hyper), text files, Excel files, Access files, and local cube files

Used to create a single file to share with others who may not have access to the original data stored locally on your computer

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.tps

Preferences

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.tms

Tableau Map Source

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What are the 4 Data Connector Options?

i.e. the “Connect” Panel

Search for Data - Tableau Server

File (Excel, PDF, etc.)

Server (MySQL, Oracle, Miscosoft SQL Server, ect.)

Saved Data Sources (Datasources you’ve named and saved)

(examples not necessary. There is another question for this)

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Give an examples for each Data Connector Option (under the ‘Connect’ Panel):

Search for Data

File

Server

Saved Data Sources

Search for Data (Tableau Server)

File (Excel, PDF, etc.)

Server (MySQL, Oracle, Miscosoft SQL Server, ect.)

Saved Data Sources (Datasources you’ve named and saved)

(Note that free version is more limited)

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You want to start an analysis in Tableau. You only have a datasource. How do you start?

Open the datasource with the “Connect” panel

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How do you connect to data from an internal Tableau Server?

“Connect” panel > Under “Search for Data”, click “Tableau Server”

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How do you connect to data from Tableau Public Online?

“Connect” panel > Under “Search for Data”, click “Tableau Server”

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How do you connect to a file?

“Connect” panel > Under “To a File”, click relevant file type

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How do you connect to data from MySQL?

“Connect” panel > Under “To a Server”, click “My SQL”

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How do you connect to “Sample - Superstore” datasource that you previously saved in Tableau?

“Connect” panel > Under “Saved Data Sources”, click “Sample - Superstore”

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T/F

A .tds file can include tables, locations of local files, database server address

True

These are examples of info necessary to connect to the actual data

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T/F

Saving .tds files is available in Tableau Public.

False

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Tableau supports connecting to a wide variety of data, stored in a variety of places. An analyst is needing to pull data from a popular database environment, such as MySQL Server or Oracle.

Under what section of Tableau’s Connect page will they find the connector they need?

* File
* Server
* Saved data source
* Tableau Server

Server

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T/F

.tds files include meta-data

True

Meta-data is information about the data

# T/F .tds files include data

False

# T/F .tds files can include a copy of the data extract

False

# Put these filters in the right order of operation: Extract Filter Data source filter Dimension filter Measure filters Table calculations filter Context filter

Extract Filter Data source filter Context filter Dimension filter Measure filters Table calculations filter

_ files save the processes behind any changes applied to an initial data source

**.tds & .tdsx** .twbx & .twb I don't think extracts, bc that's the actual data and doesn't include some processes like calculated fields? ## Footnote https://www.thedataschool.co.uk/joe-beaven/tableau-file-formats/#:~:text=tds%20and%20.tdsx-,.,used%20to%20build%20calculated%20fields.

Changes to default formatting and the formulas used to build calculated fields can be saved using _ files.

.tds & .tdsx

_ files hold only the logic applied to a data source, not the data itself.

.tds & .twb

What files include information about how any views (worksheets, dashboards etc) were constructed in Tableau as well as fields such as parameters and aliases?

.twd & .twbx

# T/F .tde files automatically upgrade to .hyper files

True

To save information on how to connect to the data source, use _ files

.tds & tdsx

# T/F .tds files automatically upgrade to .hyper files

False **.tde** files automatically upgrade to .hyper files

To save modifications done to the data (e.g. calculated fields and groups), use _ files

.tds & tdsx

If you want to save a dashboard or a story, use _ files

.twb & .twbx | NOT .tds & tdsx

To save parameters and aliases, use _ files.

.twb. & .twbs (Also .tds. & .tdsx.) | https://www.learntableaupublic.com/tds-file-in-tableau/

To save calculated fields, use _ files

.tds & tdsx or .twb & .twbx

To save groups, use _ files

.tds & tdsx or .twb & .twbx

What is the difference bt .tds & tdsx files and .twb & .twbx files

.twb’s also include information about how any views (worksheets, dashboards etc) were constructed in Tableau both hold the logic applied to a data source

_ files contain contain meta data relating to what you have created in Tableau

.tds & tdsx or .twb & .twbx

_ contains the connection info and other related info for your data source

.tds & tdsx or .twb & .twbx

Extracts work faster than using .twbx and .tdsx files bc _

extracts leverage Hyper (Tableau's database engine)

# T/F Extracts allow you to save the data pre work you've done to enrich and extend the original dataset (such as how you've combined multiple datasets with joins, unions, and relationships)

True

# T/F Extracts allow you to save how you've combined multiple datasets with joins, unions, and relationships

True joins, unions, relationships are modifications made in the datasource tab modifications like changing default properties, creating calculated fields, and adding groups are not saved in an extract

# T/F Extracts allow you to save changes to default properties, calculated fields, and added groups.

False joins, unions, relationships are modifications made in the datasource tab modifications like changing default properties, creating calculated fields, and adding groups are not saved in an extract

# T/F Extracts allow you to save how you've changed a field from a measure to a dimension

True

How to switch from a Live connection to an Extract

1. From DataSource Tab 2. See "Connection" with Live and Extract options at the upper right hand corner 3. Click "Extract" and select the file

Where to find the date/time of the last refresh of extract

1. From DataSource Tab 2. See "Connection" with Live and Extract options at the upper right hand corner 3. See info below "Extract"

How to refresh extract

1. From DataSource Tab 2. See "Connection" with Live and Extract options at the upper right hand corner 3. See"Refresh" to the right

_ files only saves a local copy of the dataset

Extract aka: .tde & .hyper

You are working on Tableau Desktop and your data source comes from Tableau Server. You wan to to work offline. What do you do?

Download a copy of the data source 1. Data Menu (The top tab) 2. Select data source 3. Select "Create Local Copy"

You can find "Save As Local Copy" in what tab?

Data Menu

You can find most save options (e.g. Save, Save to Tableau Public..., Save As..., Save to Tableau Public As...) in what tab?

File Menu

____ files are used when you want to connect to a custom map

.TMS

____ files are used to add custom color palettes

.TPS

The information in ____ files are also found in TWB files

.TDSX and .TDS

Aside from .TWB files, what other files have information that's also included in .TWBX files?

I think all of the other files